Trainee Financial Adviser
5 days ago
The Burford Recruitment Company are working with an established, independent Financial Planning firm based in Witney, Oxfordshire. With a reputation for delivering tailored financial advice to a wide range of clients, they take pride in their client-centric approach, helping individuals achieve their financial goals. Due to growth, they are looking for a motivated and ambitious Trainee Financial Adviser to join their experienced team.This is an excellent opportunity for someone who is keen to develop their career in financial planning, working alongside the Director and managing an existing book of business.Key Responsibilities:
- Assist the Director with client meetings, including preparation of financial reports and documentation.
- Conduct research on financial products and solutions to meet client needs.
- Develop a solid understanding of financial planning, products, and markets.
- Build long-lasting client relationships through effective communication and excellent service.
- Proven experience working in a Paraplanning or Client Support role for a financial planning firm.
- Hold the CII Level 4 Diploma Regulated Financial Planning or close to completing it.
- Knowledge of financial products, investment strategies, and retirement planning.
- Excellent communication skills with the ability to explain financial concepts in a clear and understandable manner.
- A client-centric approach with a focus on providing exceptional customer service.
- Mentorship from an experienced Adviser to help you grow your knowledge and skills.
- A competitive salary package
- Hybrid role
- A supportive and collaborative team environment
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Employed Trainee Financial Adviser
1 week ago
worthing, west sussex, United Kingdom St. James's Place Financial Adviser Academy Full timeAre you ready to launch a rewarding career in financial advice? We have a fantastic opportunity for individuals with an entrepreneurial spirit and a desire to learn. A reputable financial advice company in Rustington is offering a competitive salary of up to £40,000 with unlimited OTE and an existing client bank. The successful candidate will have the...
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Trainee Financial Adviser
3 weeks ago
West Oxfordshire, Oxfordshire, United Kingdom The Burford Recruitment Company Ltd Full timeThe Burford Recruitment Company are working with an established, independent Financial Planning firm based in Witney, Oxfordshire. With a reputation for delivering tailored financial advice to a wide range of clients, they take pride in their client-centric approach, helping individuals achieve their financial goals. Due to growth, they are looking for a...
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Trainee Financial Adviser
3 weeks ago
West Oxfordshire, Oxfordshire, United Kingdom The Burford Recruitment Company Ltd Full timeThe Burford Recruitment Company are working with an established, independent Financial Planning firm based in Witney, Oxfordshire. With a reputation for delivering tailored financial advice to a wide range of clients, they take pride in their client-centric approach, helping individuals achieve their financial goals. Due to growth, they are looking for a...
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Trainee Financial Planning Consultant
5 days ago
West Oxfordshire, United Kingdom The Burford Recruitment Company Ltd Full timeThe Burford Recruitment Company are working with an established, independent Financial Planning firm based in Witney, Oxfordshire. With a reputation for delivering tailored financial advice to a wide range of clients, they take pride in their client-centric approach, helping individuals achieve their financial goals. Due to growth, they are looking for a...
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Trainee Mortgage Adviser
3 weeks ago
Wakefield, West Yorkshire, United Kingdom The New Homes Group Full time €23,000Job Title: Trainee Mortgage Adviser. With 2024 well underway we have recently promoted a number of our current Trainee Mortgage Advisers who have now taken up there new roles as full time home based Mortgage Advisers and we are now seeking our next intake of candidates looking for an outstanding opportunity to become a fully CeMAP qualified Mortgage and...
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Financial Adviser
5 months ago
Oxfordshire, United Kingdom Hurst Point Group Full time**Are you an experienced, friendly, Financial Adviser looking for a new role?** **Looking to continue your career within a growing business that provides plenty of support?** This role ticks all the boxes: - Youll take over a substantial, established, local, client bank - Youll have a guaranteed source of leads - Youll get a comprehensive handover with...
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Financial Adviser
5 months ago
Chorley North West, United Kingdom Ortus PSR Full time**Job Title: Financial Adviser - IR35 Contractor Specialist** **Location**: Chorley, Lancashire (Hybrid role, with 2-3 days in office) **Salary**: Up to £45,000 base salary, with OTE averaging £80,000 **Benefits**: Employee owner share scheme (after 6 months) providing an additional tax-free £3,000 annually on average. Are you an experienced Financial...
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Independent Financial Adviser
1 month ago
West Midlands, United Kingdom Idex Full timeMy client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed adviser.Following a recent acquisition they have an opportunity for an experienced Financial Adviser to inherit a good quality book of clients to service and develop further. This role offers home based / remote working with...
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Financial Adviser
5 months ago
West Bromwich, United Kingdom AMG Search Full timeAMG Search is currently looking for a Punjabi speaking Independent Financial Adviser to join a highly respected and forward-thinking Financial Services organisation. - As an Independent Financial Adviser you will join a highly successful team that provides clients with financial planning advice in Pensions, Investments, taxation planning and Protection. -...
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Independent Financial Adviser
5 months ago
North West London, United Kingdom Ortus PSR Full timeMy client, is a reputable IFA and Chartered Accountants, is seeking an experienced Independent Financial Adviser to join their dynamic team. While being Chartered is preferred, it is not essential, level 4 diploma qualifications are required. **Responsibilities**: - Provide expert financial advice and guidance to clients in line with their financial goals...
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Independent Financial Adviser
3 weeks ago
Mid Sussex, West Sussex, United Kingdom AFH Wealth Management Full timeIndependent Financial Adviser - Burgess Hill At AFH, as we grow, we’re looking for an experienced financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial goals and...
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Home-based Financial Adviser
3 weeks ago
Wolverhampton, West Midlands, United Kingdom Premier Jobs UK Full time €55,000This employed Financial Adviser job covering Wolverhampton, Bridgnorth and Birmingham provides the opportunity to inherit a client bank and takeover the ongoing financial planning servicing. You will be provided with clients from one of the Directors of the business and also newly acquired clients. The priority is to provide excellent service to maintain...
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Financial Adviser
4 weeks ago
West Midlands Combined Authority, United Kingdom IDEX Consulting Full timeIDEX Consulting is seeking an experienced Financial Adviser to join their progressive and client-focused, financial planning-led wealth management firm as an employed adviser. This role offers home based / remote working with access to a local office. Key Responsibilities as our Independent Financial Adviser will include: * Reviewing and responding to...
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Independent Financial Adviser
3 weeks ago
Mid Sussex, West Sussex, United Kingdom AFH Wealth Management Full timeIndependent Financial Adviser - Burgess Hill At AFH, as we grow, we’re looking for an experienced financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial goals and formulate...
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Financial Trainee
2 weeks ago
North West, United Kingdom SF Recruitment Full timeJob Opportunity: Trainee AccountantOur client, a manufacturing organisation based in Tameside, is seeking a Trainee Accountant to join their finance team on a permanent basis. This is an excellent opportunity for someone looking to work directly with a Management Accountant and Finance Director to expand their knowledge and experience in finance.Key...
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Castleford, West Yorkshire, United Kingdom NJR Recruitment Full timeNJR Recruitment are delighted to be working with a well established firm of independent financial planners who have an exciting opportunity for an experienced administrator to join their growing team. Relaxed office environment ~ Enhanced Non Contributory Pension ~ Excellent Bonus Package ~ 21 days holiday plus bank holidays increasing in time to 25 days...
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Trainee Accountant
3 weeks ago
West Derby, Merseyside, United Kingdom CV Screen Ltd Full time €22,000Trainee Accountant CV Screen is currently recruiting for a Trainee Accountant. In the role as a Trainee Accountant, you will learn to use different systems and numerous accountancy skills so you therefore must have good attention to detail as well as time management. You will join a join a supportive, and friendly Accountancy Company as a Trainee...
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Graduate Tax Trainee
5 months ago
West London, United Kingdom Absolute Accountancy Recruitment Full time**Salary**: £ - £ **Location**: West London Contract Type: Permanent Graduate Tax Trainee - Full CTD study support and training provided. **Graduate Tax Trainee** **The Company** A well established firm of Chartered Accountants, Tax Advisers and Auditors based in North West London. They provide a wide range of services to businesses and individuals...
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Servicing Adviser
2 weeks ago
Horsham, West Sussex, United Kingdom Cranleigh Personnel Full time €40,000 - €55,000Servicing Adviser Location: Horsham Salary: Up to £55,000 - plus uncapped commission Are you currently an Adviser, looking for more of a servicing role, with more emphasis on annual review work and generating new business from this client bank? The Client: Our client, a highly respected and established financial planning firm in Horsham, has been...
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Servicing Adviser
2 weeks ago
Horsham, West Sussex, United Kingdom Cranleigh Personnel Full time €40,000 - €55,000Servicing Adviser Location: Horsham Salary: Up to £55,000 - plus uncapped commission Are you currently an Adviser, looking for more of a servicing role, with more emphasis on annual review work and generating new business from this client bank? The Client: Our client, a highly respected and established financial planning firm in Horsham, has been...